Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 1,157 | $66 | — | — |
| Q3 2025 | 1,157 | $64 | — | — |
| Q2 2025 | 1,157 | $61 | — | — |
| Q1 2025 | 1,157 | $59 | — | — |
| Q4 2024 | 1,157 | $59 | — | — |
| Q3 2024 | 1,157 | $61 | — | — |
| Q2 2024 | 1,468 | $72 | — | — |
| Q4 2023 | 1,902 | $89 | — | — |
| Q3 2023 | 6,169 | $254 | — | — |